[At a Glance]
① [Global Economy] Jensen Huang partners with Samsung on inference semiconductor 'Grok 3'... Shipments begin in Q3
② [Commodities] Nuclear power emerges as a key energy source
③ [Defense] Possible prolonged war in the Middle East... "Tailored defense strategies needed by continent"

MARKET INDEX : Year to date

"Truly Grateful to Samsung"... Jensen Huang Unveils 'Grok 3' Collaboration with Samsung [One-Minute Brief] View original image

Top3 NEWS

■ "Samsung Leads the World in Many Fields"... Jensen Huang Announces Collaboration with Samsung on Inference Semiconductor 'Grok 3' [GTC 2026]
○"Grok 3 chip production underway, shipping in Q3"
○Samsung: "Preparing according to the roadmap, including Feynman"
○New 'robotaxi' lineup, including Hyundai Motor Company
■ [Nuclear Power Revisited] Domestic Competition for New Nuclear Plants... Overseas, a Second Boom for Nuclear Construction
○Nuclear power generation costs re-examined amid Middle East crisis
○Moves to attract new nuclear plants in Ulsan and Yeongdeok... Regional competition over SMRs
○Expansion of industry ecosystem expectations following Dukovany contract win in Czech Republic
■ [K-Defense Season 2 Analysis] Defense Market Shaken Amid Security Uncertainty [Yang Nakgyu's Defence Club]
○Shifting security landscape by continent
○Middle Eastern countries account for 33% of global arms imports
○European market expands but 'Buy European' emphasized
"Truly Grateful to Samsung"... Jensen Huang Unveils 'Grok 3' Collaboration with Samsung [One-Minute Brief] View original image

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